Forum Financial Management’s Huntington Bancshares HBAN Stock Holding History

Forum Financial Management’s Portfolio HBAN Stock Details HBAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-46,252	Closed	-$802K	–	622
2025 Q4	$802K	Buy	46,252 +3,497	+8%	+$57.4K	0.01%	306
2025 Q3	$738K	Buy	42,755 +6	+0%	+$103	0.01%	313
2025 Q2	$716K	Buy	42,749 +18,198	+74%	+$275K	0.01%	296
2025 Q1	$369K	Hold	24,551	–	–	0.01%	486
2024 Q4	$399K	Buy	24,551 +103	+0.4%	+$1.69K	0.01%	478
2024 Q3	$359K	Sell	24,448 -5,524	-18%	-$78.4K	0.01%	440
2024 Q2	$395K	Sell	29,972 -341	-1%	-$4.58K	0.01%	392
2024 Q1	$423K	Sell	30,313 -689	-2%	-$8.92K	0.01%	380
2023 Q4	$394K	Hold	31,002	–	–	0.01%	363
2023 Q3	$322K	Buy	31,002 +2,676	+9%	+$30K	0.01%	402
2023 Q2	$305K	Hold	28,326	–	–	0.01%	426
2023 Q1	$317K	Hold	28,326	–	–	0.01%	384
2022 Q4	$399K	Hold	28,326	–	–	0.01%	308
2022 Q3	$373K	Hold	28,326	–	–	0.02%	286
2022 Q2	$341K	Hold	28,326	–	–	0.02%	315
2022 Q1	$414K	Hold	28,326	–	–	0.02%	287
2021 Q4	$437K	Buy	+28,326	New	+$446K	0.02%	280

Other funds holding HBAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Forum Financial Management's HBAN Position: Q1 2026 in Review

Forum Financial Management sold out of Huntington Bancshares (HBAN) in Q1 2026, closing a stake of 46,252 shares — an estimated $802K sold.

Forum Financial Management first reported a position in HBAN in Q4 2021 and held it in 17 quarters. The position peaked at $802K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold HBAN as of Q1 2026.

Forum Financial Management reported no remaining Huntington Bancshares position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 46,252 Huntington Bancshares shares in Q1 2026, an estimated $802K.
Forum Financial Management first reported a position in Huntington Bancshares in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Huntington Bancshares position peaked at $802K in Q4 2025.
1,140 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.